2025-12-23T14:28:42-05:00 2025-09-30 562156279 SHERRILL & SMITH CPAS PA PO BOX 1327 SALISBURY NC 281451327 990PF 2024-10-01 561720870 LERNER FAMILY FOUNDATION INC LERN 7046365211 524 WEST INNES ST SALISBURY NC 28144 RICHARD LERNER PRES./TREA./DIRECTOR 7046365211 2025-12-08 true true L T HARMON P01058832 7046365211 2025-12-09 2024 2025-03-06 01:10:19Z X 8354534 X X 61127 61127 128780 128780 722971 2756158 722971 3793 3793 916671 916671 1496 1496 5500 2750 2750 62413 62413 15724 6298 21230 17690 106363 89151 4246 355000 355000 461363 89151 359246 455308 827520 1012860 1060251 1060251 5809 9430 9430 811022 889345 892467 3399880 3712628 5873178 511520 525465 519208 5741091 6197119 8354534 720 720 X 5741091 6196399 5741091 6196399 5741091 6197119 5741091 455308 6196399 6196399 SEE ATTACHED SCHEDULE P 1633313 886817 746496 746496 SEE ATTACHED SCHEDULE P 292919 362121 -69202 -69202 SEE ATTACHED SCHEDULE-WASH LOSSES P 1412 1412 1412 SEE ATTACHED SCHEDULE P 623220 545879 77341 77341 SEE ATTACHED SCHEDULE P 203166 238370 -35204 -35204 SEE ATTACHED SCHEDULE-WASH LOSSES P 2128 2128 2128 722971 44265 11503 11503 11503 9430 9430 X 1 2074 false false false false false false false true true NC false false false false false true N/A MORGAN STANLEY 7048924730 17505 W CATAWBA AVE STE 300 CORNELIUS NC 28031 false false false false false false false false false false false false false false false false false false false false RICHARD LERNER 524 WEST INNES STREET SALISBURY NC 28144 PRES./TREA./ 000.00 0 0 0 AMANDA LERNER 524 WEST INNES STREET SALISBURY NC 28144 SECRETARY/DI 000.00 0 0 0 DENA LERNER 524 WEST INNES STREET SALISBURY NC 28144 DIRECTOR 000.00 0 0 0 MARLY LERNER 524 WEST INNES STREET SALISBURY NC 28144 DIRECTOR 000.00 0 0 0 CARLY KORMAN 524 WEST INNES STREET SALISBURY NC 28144 DIRECTOR 000.00 0 0 0 NONE NONE N/A 7008352 1041664 9430 8059446 8059446 120892 7938554 396928 396928 11503 11503 385425 385425 385425 359246 359246 385425 347509 359246 347509 11737 373688 X SEE ATTACHED SCHEDULE SEE SCHEDULE ATTACHED SEE SCHEDULE ATTACHED NC 28144 NONE PUBLIC CHART OPERATING SUPPORT 355000 355000 14 61127 14 128780 14 3793 722971 193700 722971 916671 false false false false false false false false false false 5500 2750 2750 SEE ATTACHED SCHEDULE 525465 519208 SEE ATTACHED SCHEDULE 3712628 5873178 889345 892467 1496 1496 EXPENSES OTHER 17690 17690 WASH LOSSES NOT ALLOWED 3540 OTHER INCOME 1293 1293 RETURN OF CONTRIBUTION MADE 2500 2500 INVESTMENTS MANAGEMENT FEES 62413 62413 FEDERAL EXCISE TAXES 9426 ADR FEES 1381 1381 FOREIGN TAXES 4917 4917